Homeowner Tax Forms

New Tax Rules: Creating Confusion for Homeowners February  15,  2019   Because of new laws many home related tax rules have changed and now require you to prove how funds are used to qualify for a deduction. This is catching many taxpayers by surprise. So when...

Conduct a Financial Review at Tax Time

Conduct a Financial Review at Tax Time February  27,  2019 Tax filing time is an ideal time to review your financial affairs. You have to gather information to prepare your tax return at this time. Why not take one more step and do something positive for...

Life Changes – Tax Implications

Major Life Changes Ahead? Tax Implications to Come February  19,  2019 Too often major life decisions have tax implications attached to them. For the unwary, this can create a fairly large and unexpected tax bill. Here are four examples of major life changes...

How to Correct Common Financial Mistakes

How to Correct Common Financial Mistakes February  13,  2019 You’re working at the office, getting stuff done around the house, or hanging out with family when – wham! – a phone call, email or text alerts you that something is wrong with...

Managing Tax Documents

Reducing Filing Difficulties How to Manage Tax Documents February  4,  2019 The value of a tax return doesn’t end on April 15. You will need to provide your return and some of the supporting documents to get a mortgage, apply for student loans and...

Tax Forms 2019

Tax Forms Explained  February  6,  2019 Nearly any time something of value changes hands, there’s a specific tax form available to capture it for posterity. Check out the list below to familiarize yourself with some of the forms that are likely to hit...